What is a pipeline? Stages, Kanban vs List view explained
Explains what a pipeline is, what stages are, and when to use Kanban vs List view.
A pipeline is a board of columns (stages) and cards (deals). Teamopipe offers two views of the same data: Kanban and List. Both show your deals — the difference is how you interact with them.
Stages
Stages are the columns. Each stage represents a step in your process — New lead, Proposal sent, Won, Lost. You define them. A deal moves left to right as it progresses.
Kanban view
Deals show as cards you can drag between stages. Best for: visual pipeline review, spotting which stage has the most deals, quickly moving a deal after a call. Not ideal for scanning many deals at once across all stages.
List view
Deals show as rows in a table. Best for: scanning many deals at once, bulk editing fields, filtering and sorting by value or date, updating multiple records efficiently. Switch to List view using the table icon in the top-right of any pipeline.